Michele L. Martin
As president of Lurie Wealth Advisors (LWA), Michele Martin implements the design and delivery of our integrated wealth management and financial solutions to each of our clients, including business owners, executives, and their families, guiding investment decisions, creative financing, and planning strategies.
Michele is a 30-year financial industry veteran, with Chartered Financial Consultant (ChFC) designation and Series 7, 63, 65, 9, 10,and 24 securities designations.
Nate J. Ahlberg
Senior Client Advisor
Nate brings a wealth of experience, enthusiasm and empathy to his work done on behalf of our clients.
With over 15 years of experience, Nate enjoys collaborating with families to identify their unique financial goals, in order to design and implement customized solutions to meet those goals. He has particular interest and experience in holistic wealth planning, transition planning, commercial real estate investments and tax-deferred (Section 1031) exchange transactions.
A CERTIFIED FINANCIAL PLANNER™ professional, Nate earned his BS in Business at the University of Minnesota - Carlson School of Management. He holds FINRA Series 7, 63, and 66 securities registrations.
Nate is a board member and treasurer for Dinner at Your Door, a local Meals on Wheels chapter, and his family is a foster family for Ruff Start Animal Rescue. Nate lives in Golden Valley, MN, with his wife and two daughters.
Brian L. Thorkelson
Chief Investment Officer
An accomplished, forward-thinking investment management professional, Brian’s extensive experience working with equities, fixed income, and alternative asset classes through many market cycles drives his wealth management recommendations for each of his clients. Committed to developing strong, positive working relationships, he focuses on developing customized, comprehensive investment solutions.
Brian’s extensive experience in portfolio management, investment market strategy, manager selection and due diligence, asset allocation development, investment product marketing and investment technology development and deployment support his goals of helping our clients grow and protect their wealth.
He earned his BA in Computer Science at Gustavus Adolphus College in 1985. He is a member of the CFA® Institute and the CFA® Society of Minnesota. He holds FINRA Series 7, 63, and 65 securities registrations.
Brian lives with his wife, Virginia, in Maple Grove, MN. They have two grown children.
Andy M. Kuhl
Client Service and Operations Manager
Whether managing an account transfer, evaluating options for retirement savings and debt payoffs or implementing new strategies, Andy brings a client-first and tax-conscious focus to his work on behalf of wealth management clients.
Andy, a Certified Public Accountant, specializes in delivering outstanding client service and operations, with a goal of enhancing communication and helping clients feel at ease. He holds Series 7 and Series 66 registrations and earned his BA in Accounting at Saint John’s University.
When he’s not in the office, Andy enjoys spending time with his wife and son, working in his Maple Grove yard or relaxing at the North Shore.